| How
To Invest
|
|
The
Westport Funds are available to investors with no load or sales
charges.*
*Other fees and expenses do apply to a continued
investment in the funds.
| Investment
Minimums |
Initial
|
Additional
|
|
Regular
Class R Accounts
|
$2,500
|
No
minimum
|
|
Regular
Class I Accounts
|
250,000
|
No
minimum
|
|
Traditional
IRAs
|
2,000
|
No
minimum
|
|
Spousal
IRAs
|
2,000
|
No
minimum
|
|
Roth
IRAs
|
2,000
|
No
minimum
|
|
SEP-IRAs
|
2,000
|
No
minimum
|
|
Gifts
to Minors
|
1,000
|
No
minimum
|
|
Automatic
Investment Plans
|
1,000
|
$100
|
The
Adviser reserves the right to change such minimum for subsequent
investments.
Instructions
for Opening or Adding to an Account
To
purchase shares of the Funds, you should send a check made payable
to “The Westport Funds” and a completed account application
to:
The Westport Funds
P.O. Box 2175
Milwaukee, WI 53201-2175
For
additional information, please call us at:
1-888-5WESTPT
(593-7878)
Please
read the prospectus carefully before
investing.
|
